Customer Success Team

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  • 0.27.69

    What's New in Version 0.27.69 (release date 2022-09-22) Implemented Element Definitions > Status Options, Child Elements, and Report tab. Implemented Financials > Automation Profiles. Implemented ...

  • 0.27.68

    What's New in Version 0.27.68 (release date 2022-09-01) Implemented Projects > Calendar Templates. Implemented Calendar Settings. Implemented System Settings > Sound Themes. Implemented Projects >...

  • 0.27.67

    What's New in Version 0.27.67 (release date 2022-08-11) Implemented System Settings > Sound Clips. Implemented System Settings > Holiday Schemes. Implemented the Assigned Number field for contacts...

  • Create, Edit, and Delete a Calendar

    Overview Create a Calendar Copy an Existing Calendar Edit a Calendar Delete a Calendar Restore (Undelete) a Calendar Overview This article will show you how to create, copy, edit, delete, and re...

  • 0.27.66

    What's New in Version 0.27.66 (release date 2022-07-21) Implemented Financials > Fee Matrices. Implemented Warehouse > Storage/Container Processing. Implemented the Services Configuration page (by...

  • 0.27.65

    What's New in Version 0.27.65 (release date 2022-06-30) Implemented System Settings > Pricing Models. Implemented System Settings > Production Tasks. Implemented Referral Sources (located on the C...

  • 0.27.64

    What's New in Version 0.27.64 (release date 2022-06-09) Implemented Projects > Project Settings. Implemented System Settings > Payment Methods. Implemented System Settings > Standard Discounts. Im...

  • 0.27.63

    What's New in Version 0.27.63 (release date 2022-05-19) Implemented Inventory > Inventory Settings. Implemented System Settings > Currencies. Implemented System Settings > Numbering Schemes. Imple...

  • 0.27.62

    What's New in Version 0.27.62 (release date 2022-04-28) Implemented the contact "Notifications" tab (previously the "Notes" tab). Implemented "Inventory Count Groups" scanning functionality for Sc...

  • 0.27.61

    What's New in Version 0.27.61 (release date 2022-04-08) Implemented Inventory Worksheet (previously known as the Catalogue Worksheet). Implemented System Settings > Status Options. Implemented "hi...